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0002000324-26-000134
Westfuller Advisors, LLC
Total Value: $247,259,365
Total Holdings: 772
QuarterFilling ID
Q4 250002002654-26-000001
Q3 250002002654-25-000006
Q2 250002002654-25-000004
Q1 250002002654-25-000003
Q4 240002002654-25-000001
Q3 240002002654-24-000005
Q2 240002002654-24-000004
Q1 240002002654-24-000002
Q4 230002002654-24-000001
Q3 230002002654-23-000008
Q2 230002002654-23-000007
Q1 230002002654-23-000006
Q4 220002002654-23-000005
Q3 220002002654-23-000004
Q2 220002002654-23-000003
Q1 220002002654-23-000002
Q4 210002002654-23-000001
Compare Quarter:
NameTitleCUSIPTickerValueSharesShare PriceInvestment% of Portfolio
ISHARES TR0-3 MNTH TREASRY46436E718SGOV$25,160,339250,651SOLE
VANGUARD INDEX FDSS&P 500 ETF SHS922908363VOO$8,729,92613,920SOLE
APPLE INCCOM037833100AAPL$8,308,01230,560SOLE
NVIDIA CORPORATIONCOM67066G104NVDA$7,761,16041,615SOLE
NUSHARES ETF TRNUVEEN ESG US67092P870NUBD$7,041,973315,007SOLE
AMAZON COM INCCOM023135106AMZN$6,728,83629,152SOLE
ISHARES TRUS TREAS BD ETF46429B267GOVT$6,374,035276,831SOLE
VANGUARD WORLD FDESG INTL STK ETF921910725VSGX$5,962,37483,250SOLE
VANGUARD WORLD FDESG US STK ETF921910733ESGV$5,808,90248,023SOLE
ISHARES TRCORE MSCI EAFE46432F842IEFA$5,486,89561,334SOLE
SPDR GOLD TRGOLD SHS78463V107GLD$4,069,62410,269SOLE
ISHARES TRESG AWR US AGRGT46435U549EAGG$3,871,74180,914SOLE
ISHARES TRCALIF MUN BD ETF464288356CMF$3,759,09165,421SOLE
ISHARES TRCORE US AGGBD ET464287226AGG$3,658,78036,632SOLE
TIDAL TRUST IIIIMPACT SHARES WO45259A100WOMN$3,595,34186,602SOLE
INVESCO QQQ TRUNIT SER 146090E103NDQ$3,492,5635,685SOLE
ALPHABET INCCAP STK CL C02079K107GOOG$3,481,29511,094SOLE
MICROSOFT CORPCOM594918104MSFT$3,248,1266,716SOLE
VANGUARD INSTL INDEX FD0-3 MO TREAS BIL922040845VBIL$3,240,59242,962SOLE
ALPHABET INCCAP STK CL A02079K305GOOGL$3,206,77410,245SOLE
VANGUARD BD INDEX FDSSHORT TRM BOND921937827BSV$3,129,14639,705SOLE
BERKSHIRE HATHAWAY INC DELCL B NEW084670702BRK/B$3,041,0336,050SOLE
EA SERIES TRUSTSTANCE SUSTAINAB02072L151CHGX$2,964,815109,052SOLE
VANGUARD BD INDEX FDSINTERMED TERM921937819BIV$2,912,06037,392SOLE
ISHARES TRCORE S&P500 ETF464287200IVV$2,891,9354,222SOLE
TIDAL TRUST IADASINA SOCIAL886364876JSTC$2,715,110133,815SOLE
BROADCOM INCCOM11135F101AVGO$2,626,2437,588SOLE
ISHARES TRNEW YORK MUN ETF464288323NYF$2,603,52248,655SOLE
ELI LILLY & COCOM532457108LLY$2,457,9722,287SOLE
ISHARES TRESG EAFE ETF46436E759DMXF$2,433,57732,379SOLE
ISHARES TRCORE DIV GRWTH46434V621DGRO$2,328,83433,547SOLE
JPMORGAN CHASE & CO.COM46625H100JPM$2,226,6546,910SOLE
VANGUARD INDEX FDSTOTAL STK MKT922908769VTI$2,118,6566,319SOLE
VANGUARD STAR FDSVG TL INTL STK F921909768VXUS$1,941,38225,734SOLE
SPDR S&P 500 ETF TRTR UNIT78462F103SPY$1,865,8982,728SOLE
ISHARES TRINTL DIV GRWTH46435G524IGRO$1,834,62322,165SOLE
VANGUARD SCOTTSDALE FDSMTG-BKD SECS ETF92206C771VMBS$1,766,71437,526SOLE
GOLDMAN SACHS GROUP INCCOM38141G104GS$1,765,5962,009SOLE
NUSHARES ETF TRNUVEEN ESG SMLCP67092P607NUSC$1,636,70036,656SOLE
INVESCO EXCHANGE TRADED FD TS&P MDCP QUALITY46137V472XMHQ$1,567,90615,309SOLE
VANGUARD WHITEHALL FDSHIGH DIV YLD921946406VYM$1,556,25310,843SOLE
JOHNSON & JOHNSONCOM478160104JNJ$1,540,2647,443SOLE
J P MORGAN EXCHANGE TRADED FUS QUALTY FCTR46641Q761JQUA$1,443,10222,841SOLE
UNION PAC CORPCOM907818108UNP$1,341,8495,801SOLE
TIDAL TRUST IIINAACP MINO ETF45259A209NACP$1,288,41126,150SOLE
META PLATFORMS INCCL A30303M102META$1,145,6671,736SOLE
AMERICAN EXPRESS COCOM025816109AXP$1,144,6393,094SOLE
NUSHARES ETF TRNUVEEN ESG EMRGN67092P888NUEM$1,123,92031,589SOLE
LAM RESEARCH CORPCOM NEW512807306LRCX$1,110,7086,475SOLE
DISNEY WALT COCOM254687106DIS$1,077,0479,405SOLE
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